AgentHub + GoCanvas
Create and update AgentHub contacts from new GoCanvas submissions
Easily keep your contact information up-to-date in AgentHub with this efficient workflow. When a new submission is received in GoCanvas, it instantly updates or adds the contact in AgentHub, helping you maintain an organized and accurate contact list. Say goodbye to manual updates and data entry errors, and focus on delivering quality services to your clients.
Easily keep your contact information up-to-date in AgentHub with this efficient workflow. When a new submission is received in GoCanvas, it instantly updates or adds the contact in AgentHub, helping you maintain an organized and accurate contact list. Say goodbye to manual updates and data entry errors, and focus on delivering quality services to your clients.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
